William Reimold
William Reimold is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Allentown, PA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2851 S. Pike Ave, Suite C, Allentown, PA, 18103
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
October 2008Other Business ActivitiesSells Insurance
William operates Mid-Atlantic Planning Services as a DBA for his LPL business and also engages in non-variable insurance activities. He also works for Mid-Atlantic Pension Specialist, Inc. as a Third Party Administrator, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.